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CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
726
Manchester Capital Management
Vermont
$308K – – –
MWP
727
Moller Wealth Partners
$307K – – –
XS
728
XR Securities
Illinois
$307K +$75.8K +450 +33%
FPS
729
Fieldpoint Private Securities
Connecticut
$306K -$7.58K -45 -2%
RWM
730
RKL Wealth Management
Pennsylvania
$306K -$5.89K -35 -2%
LFG
731
LifePlan Financial Group
Ohio
$304K – – –
Carson Wealth (CWM LLC)
732
Carson Wealth (CWM LLC)
Nebraska
$303K +$5.56K +33 +2%
CAN
733
Cetera Advisor Networks
California
$296K +$295K +1,752 New
BAM
734
Belpointe Asset Management
Nevada
$294K +$291K +1,729 New
TBNY
735
Trustco Bank (New York)
New York
$289K – – –
UR
736
USCA RIA
Texas
$289K +$17.7K +105 +7%
WP
737
WealthSource Partners
California
$289K +$42.6K +253 +17%
TCM
738
Traynor Capital Management
Pennsylvania
$288K +$22.9K +136 +9%
AUB
739
Atlantic Union Bankshares
Virginia
$286K – – –
SP
740
SWS Partners
Ohio
$284K +$16.8K +100 +6%
PAS
741
Partnervest Advisory Services
California
$283K – – –
RCAG
742
Rehmann Capital Advisory Group
Michigan
$281K +$14.3K +85 +5%
QAM
743
Quantres Asset Management
Cayman Islands
$272K -$909K -5,400 -77%
HF
744
HRT Financial
New York
$265K +$262K +1,559 New
CCP
745
Corient Capital Partners
California
$264K – – –
FCH
746
Freestone Capital Holdings
Washington
$262K +$259K +1,541 New
Koshinski Asset Management
747
Koshinski Asset Management
Illinois
$259K +$257K +1,524 New
SMM
748
Stadion Money Management
Georgia
$252K -$32.2K -191 -11%
SIMM
749
Stillwater Investment Management (Minnesota)
Minnesota
$249K +$1.01K +6 +0.4%
WB
750
WesBanco Bank
West Virginia
$247K +$8.25K +49 +4%